$META capex forecast will be a “Goldilocks” situation. Investors aren’t rewarding more spend but less would be a disaster. Or as I said, More, while maybe not ideal is optimistic for the AI trade, less could be armegeddon.

🚨 THE MEMORY CARTEL IS ABOUT TO FALL. Ex-Samsung chip boss says heavy Chinese investment in the memory market could crush the 414% DDR5 price spike within a year. Goldman calls it RAMageddon. Samsung, SK Hynix, and Micron control 70% of global DRAM and pushed prices from $6.84 to $27.20 in 3 months. Now China is gearing up to flood the market. Cheap memory = cheap AI compute = the cartel cracks.

AI agents could end up handling as much as 65% of US investment-grade bond trading, Barclays says, per Bloomberg. For many credit traders, the question isn’t whether AI will take their work, but when.

AI can understand millions of images, but can it understand a street that changed yesterday? That's the problem @vangrid_io is trying to solve. Vangrid turns ordinary smartphones into a decentralized network for collecting real-world spatial data. Someone requests a capture of a physical location, a nearby contributor records it, and the resulting data can be used to reconstruct the environment in 3D. What caught my attention is the economic model. Instead of building expensive mapping fleets, Vangrid connects people who already have smartphones with AI systems that need fresh physical-world information. Its recent privacy approach is equally important: faces and license plates are blurred directly on the device before upload. I think this is where DePIN becomes genuinely interesting. Not when decentralization is the selling point, but when it makes collecting useful data more practical. The biggest challenge now is proving that the data remains accurate, verifiable, and valuable at scale. Because Physical AI doesn't just need more data. It needs a trustworthy understanding of the world.